As your company scales, and you begin to think about going public or other liquidity options, your reporting requirements increase. We provide a range of reports to help you stay compliant, audit-ready, and on top of your company’s performance as you scale.
As your cap table grows, managing equity can get increasingly complicated and time consuming. Managing equity can become a full-time job depending on your company’s size and equity plan.
Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.
Watch our recent webinar covering common questions like “what is a 409A valuation?” and “how should common stock value compare with preferred stock value?”
Over the past few months, we’ve had hundreds of customers using the first version of our board management product.
In this webinar, avoiding 409A pitfalls, Candice Bassell, Sushil Chacko, Bob Chung, and Ben Hanley cover common questions about 409A valuations.
Carta now offers transfer agent automation services and equity plan administration software for public companies.
Private tender offers are a popular option for private companies to offer early employees and investors liquidity. Do you understand their tax implications?
Starting March 4th, we will roll out a navigation update to Carta. In addition to building for the future, this redesign was an opportunity for us to take what we’ve heard and learned from you and improve our current design.